Latest Institutional Transactions on Schwab Short Term Us Treasury (SCHO)
This table provides information on the latest institutional transactions involving Schwab Short Term Us Treasury (SCHO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2020
Q2 2020
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-450Closed |
$23.2K - $23.3K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-6.78KClosed |
$350K - $351K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Retirement Planning Group
|
SELL
|
- |
-5.35KClosed |
$276K - $277K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-585Closed |
$30.1K - $30.3K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
3 Edge Asset Management, LP
|
SELL
|
- |
-5.37KClosed |
$277K - $278K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-7.84KClosed |
$404K - $405K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-531Closed |
$27.4K - $27.5K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Regions Financial Corp
|
SELL
|
- |
-42.5KClosed |
$2.19M - $2.2M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-12.5KClosed |
$645K - $647K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-7.35KClosed |
$379K - $380K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-690Closed |
$34.8K - $35.7K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-7KClosed |
$353K - $362K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-21.1KClosed |
$1.07M - $1.09M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-207Closed |
$10.4K - $10.7K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.01KClosed |
$203K - $208K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-4.7KClosed |
$237K - $243K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-38.3KClosed |
$1.93M - $1.98M
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-660Closed |
$33.3K - $34.1K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-88.5KClosed |
$4.47M - $4.58M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-139Closed |
$7K - $7.05K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.23KClosed |
$364K - $366K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-11.1KClosed |
$557K - $561K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-37Closed |
$1.86K - $1.88K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-462Closed |
$23.3K - $23.4K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-43.2KClosed |
$2.18M - $2.19M
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Spectrum Management Group, LLC
|
SELL
|
- |
-60Closed |
$3.02K - $3.04K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.8KClosed |
$242K - $244K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Hoertkorn Richard Charles
|
SELL
|
- |
-350Closed |
$17.6K - $17.7K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Donald L. Hagan, LLC
|
SELL
|
- |
-6.42KClosed |
$323K - $326K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Barnett & Company, Inc.
|
SELL
|
- |
-85Closed |
$4.28K - $4.31K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-5.65KClosed |
$285K - $287K
|
0
$0
|
|
|
Jan 16, 2020
Q4 2019
|
Jentner Corp
|
SELL
|
- |
-8.34KClosed |
$420K - $423K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Corbenic Partners LLC
|
SELL
|
- |
-62KClosed |
$3.13M - $3.15M
|
0
$0
|
|
|
Jan 13, 2020
Q4 2019
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
692New |
$34.9K - $35.1K
|
692
$16.9K
|
|
|
Jan 09, 2020
Q4 2019
|
Mcia Inc
|
SELL
|
- |
-144KClosed |
$7.25M - $7.3M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Dec 21, 2023
Q3 2019
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-138Closed |
$6.95K - $6.98K
|
0
$0
|
|
|
Mar 16, 2021
Q3 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-39.1KClosed |
$1.97M - $1.98M
|
0
$0
|
|
|
Nov 15, 2019
Q3 2019
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-500Closed |
$25.2K - $25.3K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-27Closed |
$1.36K - $1.37K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-71Closed |
$3.58K - $3.59K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-975Closed |
$49.1K - $49.3K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-4.98KClosed |
$251K - $252K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
24New |
$1.21K - $1.21K
|
24
$585
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-501Closed |
$25.2K - $25.3K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-231Closed |
$11.6K - $11.7K
|
0
$0
|
|
| Q2 2019 | |||||||
|
May 08, 2020
Q2 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-122Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.62KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-12.5KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.95KClosed |
N/A
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-8.12KClosed |
N/A
|
0
$0
|
|